See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,044 | $177,572-65.6% | $154,803-60.6% | $142,382-57.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.34% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,729 | $4,810-64.1% | $4,305-59.8% | $4,299-59.8% |
| Participant deferral / active EE | $5,508 | $6,272-12.2% | $5,540-0.6% | $6,507-15.4% |
| Admin fee / account holder | $124 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |